Joseph Ravotti is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP® and Series 66 designations and having eight years of industry experience. He worked at Zones Inc from 2014 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

William Shoemaker is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Auburn, WA. Outside of his advisory work, Shoemaker has been involved with the Washington Alliance for Theatre Education, where he served as immediate past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Jeremy Meneray is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 credentials, with five years of industry experience. Prior to joining Ameriprise in 2022, he worked at Equitable Advisors, LLC from 2020 to 2022. He is also involved in managing an advisory business outside of Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Cristiaan Priebe is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, his background includes positions at DoorDash and BC Accounting NW. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan O'Leary is a financial advisor with LPL Financial in Des Moines, WA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Waddell & Reed, VA Medical Center, and Shift4 Strategies, LLC. Outside of advising, he has served as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches.

Miriam Ahura is a Financial Consultant currently working with Fidelity Investments since 2023. In her role, she partners with clients to develop financial plans that align with their unique goals and priorities, continually reviewing these plans to adapt to life changes and new opportunities. Prior to her current position, Miriam gained experience as a Senior Private Banker at Wells Fargo Advisors from 2021 to 2023, and as a Private Banker at JPMorgan Chase from 2016 to 2021. Her expertise includes navigating financial decisions, retirement planning, and tax-efficient investing. Outside of her professional work, Miriam has personal interests that include cars, comedy, cooking and baking, fitness, food, and parenthood.

Gregory Lankston is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at Capstone CPAs and Squar Milner LLP. Outside of his advisory work, he owns and operates Lankston Advisory Group Inc., a tax preparation business, and serves as treasurer on the board of directors for Camden Park in Bend, Oregon. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jessica Pichora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Washington Neurodiversity Project and held positions at Salesforce and Tableau. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Lane Mallula is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. from 2018 to 2025, with additional experience at Milestone Technology and Moreau Excavation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Kevin Wall is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Nationwide Investment Services Corporation for five years before joining Ameriprise in 2022. Wall also manages an advisory business, Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service with written recommendation reports and ongoing advice focused on retirement income planning. The firm’s approach incorporates internal investment research and third-party data, with distinctive enrollment criteria and a specialized investment product ecosystem.

Erik Carlson is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001 and holds a Series 66 designation. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Maloy is a financial advisor with LPL Financial in Tacoma, Washington, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also maintains an investment-related business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Jeffrey Cathersal is a financial advisor at Penny Lane Wealth Management, LLC with 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Arbor Point Advisors. He also serves as president of Cathersal Investments, Inc. Penny Lane Wealth Management, LLC provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation. The firm manages approximately $18.9 million in assets across around 40 client relationships.

John Williamson is a financial advisor with Penny Lane Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has previously worked with Alexander Capital Wealth Management, Alexander Capital, and Portfolio Strategies Inc. Williamson serves on the board of One Accord Human Services Group, a nonprofit that assists individuals with criminal backgrounds through job training and employment placement. Penny Lane Wealth Management provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation rather than portfolio management. The firm manages approximately $18.9 million in assets across about 40 client relationships.

Christine Pickering is a financial advisor at Penny Lane Wealth Management, LLC in Tacoma, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Penny Lane Wealth Management in 2022, she spent 13 years at The Boeing Company. Penny Lane Wealth Management provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, managing approximately $18.9 million in assets across about 40 client relationships. The firm focuses on advice, planning, and client-directed implementation rather than portfolio management.